Civic Intelligence

David and Judy Norsworthy Charitable

EIN 30-6701268 • Austin, TX

Frost Middle Office PO Box 2127Austin, TX 78768
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

16th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$25M-$50M nonprofits • Source year 2024

Net Margin

3rd percentile

-131%

Higher net margin than 3% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$179,700

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 30.1% of source-year revenue.

$25M-$50M nonprofits • Source year 2024

Asset Growth

19th percentile

-3.0%

Faster asset growth than 19% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

1st percentile

-91%

Faster revenue growth than 1% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$25,679,231

Down $780,644 (-3.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$25,679,231

Down $780,644 (-3.0%) from 2023

Operations
Liabilities / Revenue16th percentileNet Margin3rd percentile

Revenue

Down

$596,308

Down $5,789,960 (-91%) from 2023

Expenses

Up

$1,376,952

Up $142,659 (+12%) from 2023

Net Income

Down

-$780,644

Down $5,932,619 (-115%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth19th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2022: $21,307,900Liabilities 2022: $0Net Assets 2022: $21,307,9002022Assets 2023: $26,459,875Liabilities 2023: $0Net Assets 2023: $26,459,8752023Assets 2024: $25,679,231Liabilities 2024: $0Net Assets 2024: $25,679,2312024

Highlighted filing

2024

Assets$25,679,231
Liabilities$0
Net Assets$25,679,231
Open 2024 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30M$20M$10M$0-$10MRevenue 2022: $21,978,873Expenses 2022: $69,430Net Income 2022: $21,909,4432022Revenue 2023: $6,386,268Expenses 2023: $1,234,293Net Income 2023: $5,151,9752023Revenue 2024: $596,308Expenses 2024: $1,376,952Net Income 2024: -$780,6442024

Highlighted filing

2024

Revenue$596,308
Expenses$1,376,952
Net Income-$780,644
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,679,231
Liabilities
$0
Net assets
$25,679,231
Revenue
$596,308
Expenses
$1,376,952
Net income
-$780,644
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$25.7$0.00$25.7$0.60$1.38$0.78
2023Detailed filing. Detailed filing data is available for this year.$26.5$0.00$26.5$6.39$1.23$5.15
2022Detailed filing. Detailed filing data is available for this year.$21.3$0.00$21.3$22.0$0.07$21.9
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Frost BankTrustee-$179,700-$179,700
Filing and Contact Details

Filer

Filer Name
David and Judy Norsworthy Charitable
EIN
30-6701268
Phone
5124734801
Address
Frost Middle Office PO Box 2127, Austin, TX 78768

Signing Officer

Name
Frost Bank
Title
Trustee
Signed
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Harrison & Hudson LLC
Address
3508 FAR WEST BLVD SUITE 150, Austin, TX 78731
Preparer
Liz Hudson CPA
Phone
5122845760
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Airbnb Inc Cl A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Allstate Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Alphabet Inc Cl A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3Alphabet Inc Cl C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4Amazon.com Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5American Express Co.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6Amgen Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7Apple Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8AT & T Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9Bank of America Corp.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10Boeing Co.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11Booking Holdings Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12Broadridge Financial Solutions Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13Capital One Financial Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14Cigna Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15Cognizant Tech Solutions Cl A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16Colgate-Palmolive Co.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17Comcast Corporation Cl A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18Coming Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19Danaher Corporation
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20Disney (Walt) Company Holding Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21Duke Energy Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22Emerson Electric Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23Entergy Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24Evergy Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25Exxon Mobil Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26Floor & Decor Hldgs Inc Cl A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27Intel Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28Johnson & Johnson Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29JPMorgan Chase & Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30Kimberly Clark Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31McDonald's Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32Merck & Co Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33Meta Platforms Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34Microsoft Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35NexEra Energy Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36Norfolk Southern Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37Pepsico Hldgs Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38Starbucks Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39Tesla Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40Travelers Companies Inc Com
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41Truist Financial Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42Union Pacific Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43UnitedHealth Group Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44Visa Inc Cl A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45Zoetis Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46Canadian Pacific Railway Ltd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47Eaton Corp PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48Linde PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49Medtronic PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50Healthpeak
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51Abbott Laboratories
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52Abbvie Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53Accenture PLC Cl A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54Adobe Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55Advanced Micro Devices
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56Air Products& Chemicals Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57Altria Group
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58American Electric Power
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59American Tower Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60Arthur J Gallagher
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61Automatic Data Processing
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62Best Buy
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63Blackstone Group
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64Boston Scientific
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65Bristol-Myers Squibb
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66Broadcom
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67CBOE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68Celanese
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69CenterPoint Energy
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70Charles River Lab
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71Chevron Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72Chipotle
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73Cisco
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74CME Group
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75Coca Cola
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76Costco
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77Cubesmart REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78Cummins
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79CVS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80DR Horton
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81Digital Realty
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82Edwards Lifesciences
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83Eli Lilly
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84Fortive
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85Genuine Parts Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86Globant SA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87GSK PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88Hess Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89Home Depot
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90Honeywell
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91Humana
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92Intl Business Mach
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93Intuit
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94Intuitive Surgical
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95KLA Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96Lam Research
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97Lockheed Martin
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98Lululemon
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99Marthon Petroleum
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100Marriott Intl
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101Marvell Tech
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102Mastercard
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103Monster Bev
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104Moodys
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105Netflix
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106Newmont
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107Nike
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108Nvidia
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109OReilly Auto
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110Omnicom
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111Oracle
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112Pfizer
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113Philp Morris
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114Procter & Gamble
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115Qualcomm
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116Servicenow
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117Sherwin Williams
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118Snowflake
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm119Spotify
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120Target
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121Texas Instruments
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122TJX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm123Uber
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm124United Parcel Service
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm125US Bancorp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm126Verizon
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm127Warner Music Group
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm128Workday
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm129WP Carey
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm130Walmart
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt01735109
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt01662784
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0100896
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0100180
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt014
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1470360
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2653603
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt383874
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt41676723
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5645510

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